roll-up summary fields calculate values from a set of related records, such as those in a related list

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2answers
35 views

Roll-up summary for counting Activites record

Is it possible to count no. of activities records related to Account. I want this value on Account page layout. I have tried using Roll-Up summary but Activity object is not available. I know it ...
0
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1answer
33 views

Validation rule on roll-up calculation

I have a custom object, let's call it "Pallet". It has different children of the object "Box". My requirement is that all boxes on a pallet either all have a weight of < 1 kilogram or all have a ...
0
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0answers
26 views

code or no code - how do I create a contact summary field that filters out unwated data

I need to create a field that counts number of accounts a contact is associated to. however the object that I'm counting from "Contact Relationships" show not only the account the account is associate ...
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1answer
53 views

How to use Rolllup summary field when there are two child objects with one master

Custom object Plan is master on two objects, Class and Plan Product. Both class and plan product has estimated value as fields. I want something like...Plan(master's estimated value)=Class's ...
2
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1answer
61 views

Count # of related lookup records with rollup helper

I have a use case where I need to count the number of records with a specific "status" that lookup to the opportunity. I thought rollup helper would be able to handle this, but there is no unquie ID ...
3
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3answers
45 views

Editing or cloning a trigger?

I have an opportunity trigger that rolls up the amounts of all the opportunities that have a lookup relationship to a custom object. All opportunities have a lookup field to our custom object: ...
0
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0answers
17 views

How can I have an Account Field update if the Account has ever been quoted equal to or greater than a set number?

I am looking to have the Account record's field, let's say a checkbox for "High Profile," update if the Account has a Quote Total greater than a set number -- $10k, for instance. Thanks
3
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1answer
122 views

Update Trigger on Parent record on Roll-up summary field when child records are inserted or deleted?

I want to build an update trigger on a rollup summary field. Say I have a parent record A, A have 1000 children records linked with a Master-Detail relationship. 1.First Operation: delete 1000 ...
0
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1answer
59 views

Roll up from contract to Account using Process Builder

I have a requirement in which I need to roll up (SUM) a field called Score from Contract to Account. Account & Contract object shares lookup. I know very well this can be achieved using trigger ...
0
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1answer
44 views

How to get the Sum of Length of Body Documents

How can I get the sum of all the length of select Options document I only want the value of the Selected Documents. docNames = new List<SelectOption>(); for (Document d : [ SELECT Id, ...
2
votes
1answer
40 views

Do roll up summary calculations count against the CPU limit?

Hopefully a straightforward question - if I insert/update/delete records into an object that is a detail of another object, does the server performing the roll up summaries count against the platform ...
1
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1answer
38 views

Unable to map the currency field with the Rollup Summary

I am unable to map/link my currency filed with the roll-up summary in my Sandbox and Dev environment. But all the thing is working fine in my test account (created new SF account with my gmail).
0
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1answer
272 views

Field with Count of Records in Related List

My Opportunities have a lookup field (Lookup__c) to specific Accounts. I have a related list of these Opportunities on these Accounts. Now, I need a custom field (Qty_of_Opportunities__c) on my ...
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1answer
103 views

filter the rollup summary within the month

how can I filter the rollup summary that will only get the sum of those which date is within the month only. Thanks
0
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1answer
44 views

RollupSummary Child records to the Parent record that are the same object

I have a custom object (Apttus__APTS_Agreement__c) where I want to roll-up child records to it's parent record. Since this is on the same object, it cannot be a rollup summary field and has to be a ...
0
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0answers
29 views

Cannot create rollups

I created a custom object "Franchise agents" in the opportunity I made a lookup "franchise agent". The problem is I need to create a rollup summary in the custom object franchise agent but the rollup ...
1
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3answers
39 views

How to mark an Account based on a product that was sold in an opportunity?

I need to mark a field on account (can be roll-up), based on if an item exists or not in any of it's closed-won opportunities. I want to have that for all historical data as well (I can use a WFR, ...
1
vote
3answers
87 views

What are the different possible ways through which we could achieve Rollup summary fields?

What are the different possible ways through which we could achieve Rollup summary fields? We could have it when we have Master-Detail relationship, what if we don't have one and how else could we ...
0
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1answer
64 views

Opportunities concatenate on Contact

I need a field on my contacts that will have the name of all of the opportunities concatenated. Rollups do not seem to work, because they only do numbers. Formula fields do not work.
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0answers
26 views

Custom Objects Reports and Custom Fields

We have a custom object called 'Buildings' we already are using the declaritive tool for rollup fields bc of the M-D relationship issue to Accounts and Opportunities. We are looking to build a ...
0
votes
1answer
27 views

Create a field base on the lookup field data

Good day everyone, Suppose I have an object "SAMPLE_OBJECT__c" which has a lookup field to "Accounts" object and it also has a another field which is "Value__c". Now what I want to accomplished is ...
3
votes
2answers
257 views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
2
votes
1answer
490 views

Self Reference From Trigger error - Recursive Trigger

I have two before Triggers, one on my Project object & the other on Opportunities. The Project Trigger takes the value from the Project record's field MPM4_BASE__Deadline__c and copies it into ...
2
votes
1answer
35 views

how to create a salesforce rollup field thats not on a master record in pro edtion

I have a object called key account with all the accounts that belong to this key account connected - the connected accounts have a sales total field which i what to add into a total on the Key ...
2
votes
3answers
91 views

Rollup Field on Custom object from Standard Object

We currently have a custom object called 'Buildings' then under that we have our Accounts (Standard object) & Opportunities (Standard). We are trying to calculate the total 'Closed MRC' (Monthly ...
1
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2answers
166 views

Account with most Won opportunities

I am trying to find the Account with most Opportunities in Closed/Won state. Is there any way to achieve this functionality using configuration, without code?
0
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1answer
141 views

Roll up Summary via trigger for lookup relationship

I am trying to get this trigger to work but it is giving me an error and I am not able to figure out why. The error I am getting is "attempt to de-reference a null object) Why trigger? We have a ...
0
votes
1answer
128 views

LREngine rollup trigger filter by field ischanged (oldMap vs. newMap)

I'm working with AbhinavGupta's LREngine trigger & class to get around summary roll-up field limits, and having some trouble modifying his trigger (I'm learning Apex, but slowly, as coding is ...
1
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0answers
66 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
vote
2answers
48 views

Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
1
vote
1answer
45 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
3
votes
1answer
53 views

Number of Events in last 3 months

I log events against my accounts, and would like to display a field on which I count the number of closed events in the last 6 months. I tried doing that using a roll up field, but that won't work, as ...
0
votes
1answer
142 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
0
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2answers
241 views

Rollup Summary field value does not get changed on the code written

Can any one help me on this ?RollUp Summary field can be multiplied in a visual force page.Based on the condition ,I need the value of the RollUp summary to get multipled (0.01) in wrapper class . ...
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0answers
130 views

Currency Conversion Issue

I am working on a OptyLineItem trigger that does a rollup summary on the Opty header of a custom currency field on the OptyLineItem. The default currency is USD and Advanced Multi-currency is ...
2
votes
1answer
927 views

What is the diffrence between formula field and Rollup summary in Salesforce?

i have a confusion on whether to go for formula fields or roll up summary fields in some situations. As we can calculate the aggregate values in formula fields also, why/when should we go for Roll up ...
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1answer
129 views

How do I delete a Rollup custom objects

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
1
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1answer
523 views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
1
vote
3answers
434 views

1:1 relationship

What is the best way to create 1:1 relationship in Force.com. I have an Object A. What i need to create is another object B, which will be like an extension to this object. Since there are already ...
0
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0answers
61 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that ...
0
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0answers
118 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
votes
1answer
77 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
1
vote
1answer
995 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
0
votes
1answer
107 views

Rollup via Lookup Issue

I put together a trigger that will perform a rollup summary (SUM) on a record that is associated via lookup. The trigger works perfectly if I want to include all the lookup records in the calculation. ...
1
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0answers
42 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
1
vote
2answers
448 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
0
votes
1answer
245 views

How to create Rollup summary between standard and custom objects where the detail object displays the total amount of opportunities.

I have two objects 'Opportunity' and 'Project'. I want to create a Roll-up summary where the sum of all opportunities raised to a particular project can be displayed in that Project object. The ...
1
vote
1answer
129 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
0
votes
2answers
351 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
1
vote
1answer
101 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...